Stone Harbor (Ireland) Manager Performance Evaluation

IE00B1YBS899 -- Ireland Fund  

USD 91.53  2.04  2.28%

The entity has beta of 0.0 which indicates the returns on MARKET and Stone Harbor are completely uncorrelated. Although it is vital to follow to Stone Harbor IF current price movements, it is good to be conservative about what you can actually do with the information regarding equity historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting Stone Harbor IF technical indicators you can presently evaluate if the expected return of 0.2905% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Stone Harbor IF Relative Risk vs. Return Landscape

If you would invest  8,949  in Stone Harbor IF Emerg Mkts Dbt M USD on June 19, 2018 and sell it today you would earn a total of  204.00  from holding Stone Harbor IF Emerg Mkts Dbt M USD or generate 2.28% return on investment over 30 days. Stone Harbor IF Emerg Mkts Dbt M USD is generating 0.2905% of daily returns and assumes 1.3841% volatility on return distribution over the 30 days horizon. Simply put, 12% of equities are less volatile than Stone Harbor IF Emerg Mkts Dbt M USD and 95% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Stone Harbor IF Emerg Mkts Dbt M USD is expected to generate 2.35 times more return on investment than the market. However, the company is 2.35 times more volatile than its market benchmark. It trades about 0.21 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

Stone Harbor Current Valuation

Not valued
July 19, 2018
91.53
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Stone Harbor is Unknown risk asset. Stone Harbor IF current Real Value cannot be determined due to lack of data. The regular price of Stone Harbor IF is $91.53. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Stone Harbor IF from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other.

Stone Harbor Market Risk Analysis

Sharpe Ratio = 0.2099
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Stone Harbor Relative Performance Indicators

Estimated Market Risk
 1.38
  actual daily
 
 88 %
of total potential
  
Expected Return
 0.29
  actual daily
 
 5 %
of total potential
  
Risk-Adjusted Return
 0.21
  actual daily
 
 13 %
of total potential
  
Based on monthly moving average Stone Harbor is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stone Harbor by adding it to a well-diversified portfolio.

Performance Rating

Stone Harbor IF Emerg Mkts Dbt M USD Risk Adjusted Performance Analysis
13 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Stone Harbor IF Emerg Mkts Dbt M USD are ranked lower than 13 (%) of all funds and portfolios of funds over the last 30 days.

Stone Harbor Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 14.45% of its assets under management (AUM) in cash
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